Financial Planning

Reform's many aspects; healing your energy; BOI deadline problem; and other highlights from our favorite tax bloggers.

The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.

Two-thirds of companies say they will be ready to report under the EU's Corporate Sustainability Reporting Directive, but many don't know how, a new PwC survey says.

What clients like to believe; Tax Court fun; auditing REITs; and other highlights from our favorite tax bloggers.

Here's a smart way to add long-lasting value to your client relationships.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

The U.S. Fifth Circuit Court of Appeals in New Orleans sided with the private funds industry, which argued that the agency overstepped its authority.

NDH acquired McGowan Guntermann; Kostelanetz combined with Welty; and Avantax added Erin Hinzmann.

The report highlights the International Ethics Standards Board for Accountants' yearly accomplishments and outlines future plans, like focusing on sustainability.

Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.